Fidelity Advisor Total Bond Fund Class M (FEPTX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FEPTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEPTX
FEPTX charges 0.75% annually. There are 74 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | FEPTX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | FEPTX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | FEPTX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | FEPTX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | FEPTX vs VBMPX |
Best Risk-Adjusted Alternatives to FEPTX
FEPTX has a PortfoliosLab risk / return rank of 22. There are 66 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | FEPTX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | FEPTX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | FEPTX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | FEPTX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | FEPTX vs FCNVX |
Top Performing FEPTX Alternatives (YTD)
FEPTX is at 0.45% YTD. There are 56 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.48% | — | Oct 2018 | FEPTX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.46% | — | Oct 1994 | FEPTX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.44% | — | Jul 1995 | FEPTX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.36% | — | Sep 1996 | FEPTX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.36% | — | Oct 1994 | FEPTX vs FSIAX |
Lowest Volatility Alternatives to FEPTX
FEPTX has 3.86% 1-year volatility. There are 55 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | Feb 2015 | FEPTX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | FEPTX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | FEPTX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.18% | — | Mar 2011 | FEPTX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | FEPTX vs FJTDX |
Lowest Drawdown Alternatives to FEPTX
FEPTX has a 1-year max drawdown of -2.95%. There are 65 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | FEPTX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | FEPTX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | FEPTX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | FEPTX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | FEPTX vs VUBFX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 66 | 10.19% | — | Feb 1988 | FEPTX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 87.43% | — | Jul 1985 | FEPTX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 66 | 10.74% | — | — | FEPTX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 65 | 10.81% | — | — | FEPTX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.50% | — | — | FEPTX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 73 | 19.05% | — | Dec 1987 | FEPTX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 42 | 10.97% | 176.32B | May 1967 | FEPTX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.04% | — | — | FEPTX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.54% | — | Nov 1997 | FEPTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 62 | 15.59% | — | Jun 2016 | FEPTX vs FTIHX |
Compare FEPTX with Any Fund or Stock
Compare FEPTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEPTX with funds that move differently
Fidelity Advisor Total Bond Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEPTX.
Explore FEPTX Diversifiers